See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,738 | $62,586+83.3% | $76,768+49.5% | $64,186+78.8% |
| Participation rate | 66.7% | 72.8%-6.1pp | 77.0%-10.3pp | 69.6%-2.9pp |
| Annual return | -7.39% | -1.95%-5.4pp | 2.43%-9.8pp | 7.63%-15.0pp |
| Employer contribution / active EE | $2,348 | $1,832+28.2% | $2,485-5.5% | $2,381-1.4% |
| Participant deferral / active EE | $5,436 | $3,145+72.9% | $3,852+41.1% | $3,470+56.7% |
| Admin fee / account holder | $2 | $4,667-99.9% | $6,675-100.0% | $4,888-99.9% |